CAWM
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Capital A Wealth Management’s Citigroup C Stock Holding History

Capital A Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$23K Buy
+448
New +$32.4K 0.26% 131
2025
Q1 		– Sell
-27
Closed -$1.9K – 739
2024
Q4 		$1.9K Buy
+27
New +$1.82K ﹤0.01% 481

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's C Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Citigroup (C) in Q2 2025: 448 shares worth $23K. The stake represents 0.26% of the portfolio and ranks #131 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in C as recently as Q4 2024.

Capital A Wealth Management first reported a position in C in Q4 2024 and has held it in 2 quarters since. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Capital A Wealth Management held 448 shares of Citigroup worth $23K as of Q2 2025.
  • Citigroup was a new Capital A Wealth Management position in Q2 2025.
  • Citigroup made up 0.26% of Capital A Wealth Management's portfolio in Q2 2025, its #131 holding.
  • Capital A Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 2 quarters since.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.